Relationship Banker

Essential Duties and Responsibilities

• Active consultation with both Consumer and Small Business clients to gather information and develop customized financial plans.
• Deliver an exceptional client experience by embodying a client-first attitude.
• Acquire new relationships through a strong referral network and outreach efforts.
• Discover financial needs and tailor recommendations for products and services that meet those needs, educating clients on banking solutions and digital tools.
• Participate in Bank and community activities, events, and civic organizations; build, expand, and maintain business and social networks.
• Serve as a reliable back-up to the Area Manager, supporting key branch functions and team leadership during absences.
• Assist with teller transactions and branch operations as needed, ensuring smooth daily functionality.
• Partner with other department partners to connect clients with expert resources and resources.
• Demonstrate strong initiative and product knowledge to present financial options using a consultative approach.
• Actively influence and educate clients, fostering growth in digital banking adoption.
• Stay agile in learning and applying new services and technologies to enhance client experience.

Education And/or Experience

• High school diploma or GED equivalent.
• 4+ years of experience within retail banking with a solid understanding of banking products.
• Proven success in building customer relationships and customer service.
• Experience adhering to policies, procedures, and regulatory banking requirements.

Skills And Abilities

• Exude confidence with clients when sharing product knowledge and solutions.
• Demonstrated capability to multitask and support both customer engagement and operational needs.
• Ability to work flexible hours and adapt to branch scheduling needs.
• Strong interpersonal skills with an ability to connect genuinely with people.
• Leadership potential and interest in progressing into branch management roles.
• Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.